Andrew
Sauer
Concurrent Investment Advisors, LLC
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About this Advisor
Andrew Sauer is a financial advisor based in Pittsburg, Kansas, working with Concurrent Investment Advisors, LLC. Andrew has previously held positions at Deloitte, Pwc, United Airlines, Boardwalk Investments Group, Concurrent Investment Advisors LLC, and Sauer Wealth Management. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California and Kansas. Currently, Andrew is part of Concurrent Investment Advisors, LLC, which operates out of Pittsburg, Kansas. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Sauer Work History
Concurrent Investment Advisors LLC
Sauer Wealth Management
Boardwalk Investments Group
United Airlines
Pwc
Deloitte
Student
Disclosures
Please visit the SEC profile of Andrew Sauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concurrent Investment Advisors, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Tampa, FL
West Berlin, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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